Financial Safari with Marty Nevel
Financial Safari with Marty Nevel
Playlist by Financial Safari with Marty NevelOur goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate plan…Follow the podcast:
196 clip(s) in playlist
Retirement Misconceptions
Marty Nevel clears up common misconceptions about retirement and provides tips to help listeners save more. The episode also discusses the impact of taxes in retirement and the importance of evaluating and reducing unnecessary expenses. Marty discusses the importance of contributing to a 401k and t…
51:35
Avoid Retirement Regrets
Marty discusses the biggest financial regrets of 2023 and provides tips to avoid them. The top regrets include not saving enough for retirement, failing to take advantage of interest-bearing accounts, accumulating too much credit card debt, and not saving money for emergencies. Marty emphasizes the…
51:21
Late Start Retirement Saving
Marty discusses the importance of saving for retirement, strategies for starting late, and the benefits of maximizing contributions to retirement accounts. The conversation concludes with a discussion on low-risk investments for retirement income, including real estate and dividend-paying stocks. …
51:03
New & Old Retirement Tips
In this conversation, Marty Nevel shares tips and strategies to help listeners prepare for retirement. He discusses the changes in retirement planning due to the Secure Act and Secure Act 2.0, such as the option to deposit money into a Roth account and make tax-free withdrawals for emergencies. Mar…
51:25
The Impact of Inflation
In this conversation, Marty Nevel covers some important questions to ask your financial advisor about inflation and its impact on retirement planning. Marty emphasizes the need for a long-term financial plan that factors in inflation and provides guaranteed income. He also goes over some common ret…
51:12
Retirement Par “Fore” the Course
Marty discusses lessons from golf that can be applied to retirement planning. He emphasizes the importance of not taking unnecessary risks with retirement funds and having a coherent financial retirement plan. He compares choosing the right club in golf to selecting the right assets and strategies …
51:25
Be Very Leery of Social Media Advice
In this conversation, Marty Nevel discusses the potential damage caused by financial advice on social media. He exposes some of the worst financial planning advice that has gone viral and explains why it is dangerous. Marty also debunks myths about 401(k) scams and the idea of following the rich an…
51:25
Challenging Economic Landscape
The conversation covers various topics related to retirement planning and economic concerns. It begins with a discussion about the impact of government policies on the economy. The conversation then explores spending issues, inflation, and the challenges of retirement planning. The 4% rule and reti…
51:32
Early Retirement
In this conversation, Marty Nevel discusses various aspects of retirement planning, including considerations for retiring early, distribution strategies, mental preparation for retirement, order of withdrawals, alternative strategies, and answering retirement questions. In this conversation, Marty …
51:24
Basketball and Retirement?
In this episode, Marty discusses the importance of spring cleaning and financial organization, including the need for an emergency fund and debt management. He also emphasizes the significance of maximizing retirement contributions and proactive tax planning. Marty highlights the importance of asse…
51:32